In this article, let's take a look at Mondelez International, Inc. (MDLZ), a $59.66 billion market cap company which produces snack foods. The company has brands with exceptional value such as ...

The interest rate for a portfolio line of credit also typically varies by your level of assets with the brokerage firm or how much you’ve borrowed, with lower rates for those with higher account ...

This article will walk you through a simplified example of how to construct a risk-parity portfolio with 4 assets. We will use the S&P 500, long-term treasuries, gold miners, and high-yield bonds ...

The three inputs into a Sharpe ratio calculation are your expected return, the risk-free rate and the standard deviation.

The answer is key to your portfolio plan, and it may change over time. For investors working on behalf of beneficiaries or donors, a solid portfolio plan is a good risk management tool.

For example, you might decide to allocate 65% of your portfolio to index ETFs because you want long-term retirement growth. But you might also invest 20% in real estate to capitalize on property ...

Example of a Dedicated Portfolio Assume a company has a pension fund, and that it expects to make payments beginning in 20 years. The company could determine the expected liabilities, then build a ...

Whether you have an existing property portfolio that you’re currently reassessing or are just starting out, there is an opportunity to diversify. In 2021, there is a window of opportunity found in ...

Done the right way, a portfolio can bring about a huge boost to your career. It helps you stand out from the crowd of candidates with traditional resumes and LinkedIn profiles. According to a ...

This paper presents a model of the IS applications portfolio and illustrates how its "health" can be assessed through an example from process manufacturing. The health assessment is based on an ...